Polymer Capital Management (US) LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$952.0B
Holdings
712
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (712 positions)
| Stock | Value |
|---|---|
QQNITY ELECTRONICS INC | $1.0M |
BWABORGWARNER INC | $1.0M |
AGNCAGNC INVT CORP | $1.0M |
BWXTBWX TECHNOLOGIES INC | $1.0M |
DINOHF SINCLAIR CORP | $1.0M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $1.0M |
LULULULULEMON ATHLETICA INC | $1.0M |
DOVDOVER CORP | $1.0M |
CGCARLYLE GROUP INC | $1.0M |
EHCENCOMPASS HEALTH CORP | $1.0M |
EMEEMCOR GROUP INC | $1.0M |
SYFSYNCHRONY FINANCIAL | $1.0M |
BBWIBATH & BODY WORKS INC | $1.0M |
HUTHUT 8 CORP | $1.0M |
FISVFISERV INC | $1.0M |
FLEXFLEX LTD | $1.0M |
CORZCORE SCIENTIFIC INC NEW | $1.0M |
RHCRH PLC | $1.0M |
UNMUNUM GROUP | $1.0M |
EGPEASTGROUP PPTYS INC | $1.0M |
JHXJAMES HARDIE INDS PLC | $1.0M |
PLNTPLANET FITNESS INC | $1.0M |
TWTRADEWEB MKTS INC | $1.0M |
GMGENERAL MTRS CO | $1.0M |
DBRGDIGITALBRIDGE GROUP INC | $1.0M |
CRBGCOREBRIDGE FINL INC | $1.0M |
PRIMPRIMORIS SVCS CORP | $1.0M |
DHID R HORTON INC | $1.0M |
CHWYCHEWY INC | $1.0M |
RRCRANGE RES CORP | $1.0M |
BALLBALL CORP | $1.0M |
FERGFERGUSON ENTERPRISES INC | $1.0M |
DOCSDOXIMITY INC | $1.0M |
DGXQUEST DIAGNOSTICS INC | $1.0M |
AFWALIGN TECHNOLOGY INC | $1.0M |
PPLPPL CORP | $1.0M |
MIGASTRATEGY INC | $1.0M |
SNSHARKNINJA INC | $1.0M |
ALKALASKA AIR GROUP INC | $1.0M |
DECKDECKERS OUTDOOR CORP | $1.0M |
CNMCORE & MAIN INC | $1.0M |
DHRDANAHER CORPORATION | $1.0M |
MRSHMARSH & MCLENNAN COS INC | $1.0M |
LNGCHENIERE ENERGY INC | $1.0M |
JAZZJAZZ PHARMACEUTICALS PLC | $1.0M |
—INDIVIOR PLC | $1.0M |
ABNBAIRBNB INC | $1.0M |
ATDATI INC | $1.0M |
KKRKKR & CO INC | $1.0M |
AG8AGILENT TECHNOLOGIES INC | $1.0M |
OXYOCCIDENTAL PETE CORP | $1.0M |
ACMAECOM | $1.0M |
CCLCARNIVAL CORP | $1.0M |
CCOCAMECO CORP | $1.0M |
RGAREINSURANCE GRP OF AMERICA I | $1.0M |
NJRNEW JERSEY RES CORP | $1.0M |
PINSPINTEREST INC | $1.0M |
JT5MUELLER WTR PRODS INC | $0 |
JHGJANUS HENDERSON GROUP PLC | $0 |
HWMHOWMET AEROSPACE INC | $0 |
EVLVEVOLV TECHNOLOGIES HLDNGS IN | $0 |
GMREGLOBAL MED REIT INC | $0 |
KLARKLARNA GROUP PLC | $0 |
WEAVWEAVE COMMUNICATIONS INC | $0 |
UNHUNITEDHEALTH GROUP INC | $0 |
CVSCVS HEALTH CORP | $0 |
BBTBEACON FINANCIAL CORP. | $0 |
QCOMQUALCOMM INC | $0 |
AMTAMERICAN TOWER CORP NEW | $0 |
JNJJOHNSON & JOHNSON | $0 |
COTYCOTY INC | $0 |
RRBIRED RIVER BANCSHARES INC | $0 |
JBHTHUNT J B TRANS SVCS INC | $0 |
AVDLAVADEL PHARMACEUTICALS PLC | $0 |
PGRPROGRESSIVE CORP | $0 |
PTRNPATTERN GROUP INC | $0 |
CPNGCOUPANG INC | $0 |
SEBSEABOARD CORP DEL | $0 |
BXBLACKSTONE INC | $0 |
PRGOPERRIGO CO PLC | $0 |
DISDISNEY WALT CO | $0 |
PHRPHREESIA INC | $0 |
ONONON HLDG AG | $0 |
LFSTLIFESTANCE HEALTH GROUP INC | $0 |
PLOWDOUGLAS DYNAMICS INC | $0 |
VEEVVEEVA SYS INC | $0 |
BANCBANC OF CALIFORNIA INC | $0 |
CPRTCOPART INC | $0 |
HLHECLA MNG CO | $0 |
AMKRAMKOR TECHNOLOGY INC | $0 |
SNOWSNOWFLAKE INC | $0 |
UFCSUNITED FIRE GROUP INC | $0 |
SENEASENECA FOODS CORP NEW | $0 |
KFYKORN FERRY | $0 |
WDAYWORKDAY INC | $0 |
BSXBOSTON SCIENTIFIC CORP | $0 |
CSCOCISCO SYS INC | $0 |
REXRREXFORD INDL RLTY INC | $0 |
AWMSKYWORKS SOLUTIONS INC | $0 |
JLLJONES LANG LASALLE INC | $0 |